JLB & Associates Inc. Takes Position in Oracle Corporation $ORCL

JLB & Associates Inc. purchased a new stake in Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 152,841 shares of the enterprise software provider’s stock, valued at approximately $22,399,000. Oracle makes up about 3.0% of JLB & Associates Inc.’s portfolio, making the stock its 10th biggest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Meeder Advisory Services Inc. purchased a new stake in shares of Oracle in the second quarter valued at $6,920,000. Meeder Asset Management Inc. purchased a new position in shares of Oracle during the second quarter valued at $5,738,000. Tiemann Investment Advisors LLC acquired a new position in Oracle during the second quarter valued at $4,330,000. Pzena Investment Management LLC acquired a new position in Oracle during the second quarter valued at $304,000. Finally, Citizens Financial Group Inc. RI purchased a new stake in Oracle in the 2nd quarter worth about $22,623,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record cloud backlog, expanding partnerships—including deeper integration with Amazon Web Services—and stronger guidance support the case that the company is transitioning from a legacy database provider into a major AI infrastructure and hyperscale cloud player. Should You Buy Oracle Stock Despite Its Big AI Data Center Bet?
• Positive Sentiment: Oracle raised its dividend to $2 per share, marking the 12th consecutive annual increase. The payout is viewed as relatively safe for now, providing some support for income-oriented investors despite heavy AI spending. Oracle Just Raised Its Dividend for a 12th Straight Year
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate that institutional investors see value in Oracle’s depressed valuation, although the trades could also involve covered-call strategies rather than outright bullish bets. Huge Unusual Long-Dated Call Options in Oracle
• Negative Sentiment: Oracle’s approximately $165 billion AI data-center expansion faces another energy and pipeline roadblock in New Mexico. Delays in securing sufficient power raise questions about project timing, execution and the pace at which planned capacity can generate revenue. Oracle Stock Falls as Its AI Data Center Hits Another Pipeline Roadblock
• Negative Sentiment: Investors are increasingly concerned that AI infrastructure spending is consuming cash faster than Oracle can generate it. The company has increased borrowing substantially alongside other technology companies, adding balance-sheet and interest-rate risk while pressuring free cash flow and potentially the long-term safety of its dividend. AI’s Half-Trillion-Dollar Borrowing Binge
• Negative Sentiment: Broader rotation away from software stocks and concern over the sustainability of the AI trade have added selling pressure, as investors favor chipmakers and other direct AI beneficiaries. Oracle, Software Stocks Fall as AI Trade Seesaws

Oracle Stock Down 2.7%

ORCL stock opened at $142.67 on Wednesday. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The company has a fifty day simple moving average of $147.34 and a 200 day simple moving average of $161.05. The firm has a market cap of $410.96 billion, a PE ratio of 24.47, a PEG ratio of 0.94 and a beta of 1.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The firm had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. Oracle’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.70 earnings per share. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle’s dividend payout ratio is 34.31%.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the transaction, the insider owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Barclays raised their price objective on Oracle from $240.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday, June 11th. Stephens reiterated an “equal weight” rating and issued a $164.00 target price on shares of Oracle in a report on Thursday, June 11th. Cantor Fitzgerald restated an “overweight” rating and set a $284.00 price target on shares of Oracle in a report on Thursday, June 11th. BTIG Research reaffirmed a “buy” rating and set a $400.00 price objective on shares of Oracle in a research report on Friday, June 5th. Finally, Piper Sandler upped their price objective on shares of Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $263.97.

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.